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Intrinsic Value Fund

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Intrinsic Value Fund

Mutual Funds | Equities

Intrinsic Value Fund

YTD RETURN

0.00%

Overview
Focuses on small cap companies that, in our view, are trading at deep discounts to our estimates of intrinsic value due to complexity, cyclicality or interrupted growth

Why Invest

Catalyst-Driven Approach

Seeks to avoid value traps by investing in small cap companies with an identifiable catalyst to help narrow the price gap over time

Active Engagement

Participate in ongoing dialogue with companies regarding directors, strategy and financing in an effort to enhance long-term shareholder value

Experienced Value Investors

Portfolio management team has been in place since strategy inception in 1997

Performance and Exposure

Top 10 Holdings

As of 03/31/2025
Created with Highstock 4.2.33.49%3.30%3.17%2.74%2.74%2.70%2.53%2.24%2.08%1.98%0%1%2%3%0.25%0.5%0.75%1.25%1.5%1.75%2.25%2.5%2.75%3.25%3.5%3.7…3.75%
Kyndryl Holdings Inc
Criteo SA
AerCap Holdings NV
Ormat Technologies Inc
KBR Inc
International Game Technology PLC
Ciena Corp
Avery Dennison Corp
Resideo Technologies Inc
OPENLANE Inc

Portfolio holdings are expressed as a percentage and are calculated by taking the market value of each holding and dividing it by the Fund's NAV. Portfolio holdings and other characteristics are current as of the date shown and are subject to change.

Portfolio Management Team
Benjamin Nahum
Senior Portfolio Manager
New York
James McAree
Portfolio Manager
New York
Amit Solomon, PhD
Portfolio Manager
New York
Benjamin Nahum, Senior Portfolio Manager
Benjamin H. Nahum, Managing Director, joined the firm in 2008 when David J. Greene and Company was acquired by Neuberger Berman. Benjamin is the Portfolio Manager for the Neuberger Berman Small/SMid Cap Intrinsic Value strategy and co-Portfolio Manager for the Mid Cap Intrinsic Value strategy. Prior to the acquisition, he was an Executive Vice President and Principal at David J. Greene and Company, LLC where he managed the Small/SMid cap strategies since inception in 1997. He was also a member of the firm’s investment committee. Benjamin holds a BA from Clark University and a JD from Brooklyn Law School.
James McAree, Portfolio Manager
James F. McAree, Managing Director, joined the firm in 2008 when David J. Greene and Company was acquired by Neuberger Berman. Jim is a Research Analyst for the Neuberger Berman Intrinsic Value strategies and a co-Portfolio Manager for the Mid Cap Intrinsic Value Funds and the Small Cap Intrinsic Value Fund. Prior to the acquisition, he was a Principal and Research Analyst at David J. Greene and Company, LLC where he was responsible for stock recommendations and ongoing research. Previously, he was a Senior Vice President at Investment Counselors of Maryland where he was the co-manager of a $1.5 billion institutional Small Cap stock mutual fund. Prior to that, Jim spent five years at Lazard Frères & Co. LLC as a sell-side equity Research Analyst and two years at Dillon Capital Management as an Equity Analyst. He also spent five years as a general partner at McBell Management, a residential real estate development partnership. He holds a BS in General Engineering from the United States Military Academy and an MBA in Finance from the University of Michigan.
Amit Solomon, PhD, Portfolio Manager
Amit Solomon, PhD, Managing Director, joined the firm in 2008 when David J. Greene and Company was acquired by Neuberger Berman. Amit is a Research Analyst for the Neuberger Berman Intrinsic Value strategies and a co-Portfolio Manager for the Mid Cap Intrinsic Value Funds and the Small Cap Intrinsic Value Fund. Prior to the acquisition, he was a Principal and a Research Analyst at David J. Greene and Company, LLC. His responsibilities included fundamental research and quantitative portfolio analysis. Previously, he was a Vice President in the Investment Banking division of Salomon Smith Barney, where he advised technology, media, telecom, and industrial clients on capital structure, valuation, and M&A issues. Before obtaining his PhD, Amit co-founded and held management positions with several early stage software companies. He has lectured at MIT and is the author of several professional and academic research papers in the field of Finance. Amit holds a BA in Economics and Mathematics from Tel Aviv University and a PhD in Financial Economics from the Massachusetts Institute of Technology.
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